Performance analysis of HomesToLife (HTLM)
Annual Return
Since Oct 1, 2024, HTLM has had an average annual return of -36.04%, underperforming the benchmark SPY, which returned +19.67% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -21.30% | -70.74% | +105.72% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.72% | -20.32% | -13.31% | +6.28% | +12.35% | -8.00% | -21.30% | ||||||
| 2025 | +5.93% | -52.28% | -4.55% | -5.26% | -2.65% | -2.72% | +8.39% | +2.07% | -14.15% | -5.33% | -9.90% | -16.55% | -70.74% |
| 2024 | +4.73% | -3.33% | +103.20% | +105.72% |
Drawdown analysis of HomesToLife (HTLM)
The maximum drawdown for the HTLM was -87.25%, occurring on Apr 7, 2026. This drawdown has not yet recovered.
The current HTLM drawdown is -84.82%.
Since Oct 1, 2024 HTLM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.25% | Dec 20, 2024 | 321 | Apr 7, 2026 | Ongoing | Ongoing | Ongoing |
| -37.50% | Oct 21, 2024 | 25 | Nov 25, 2024 | 2 | Nov 27, 2024 | 27 |
| -33.62% | Nov 27, 2024 | 4 | Dec 4, 2024 | 6 | Dec 12, 2024 | 10 |
| -5.36% | Oct 9, 2024 | 5 | Oct 16, 2024 | 3 | Oct 21, 2024 | 8 |
| -4.67% | Dec 16, 2024 | 2 | Dec 18, 2024 | 1 | Dec 19, 2024 | 3 |
| -1.24% | Oct 3, 2024 | 2 | Oct 7, 2024 | 1 | Oct 8, 2024 | 3 |